0001769062-24-000003.txt : 20240722
0001769062-24-000003.hdr.sgml : 20240722
20240722164758
ACCESSION NUMBER: 0001769062-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240722
DATE AS OF CHANGE: 20240722
EFFECTIVENESS DATE: 20240722
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Signify Wealth
CENTRAL INDEX KEY: 0001769062
ORGANIZATION NAME:
IRS NUMBER: 454030253
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20511
FILM NUMBER: 241132048
BUSINESS ADDRESS:
STREET 1: 7750 CLAYTON ROAD
STREET 2: SUITE 100
CITY: SAINT LOUIS
STATE: MO
ZIP: 63117
BUSINESS PHONE: 3142220295
MAIL ADDRESS:
STREET 1: 7750 CLAYTON ROAD
STREET 2: SUITE 100
CITY: SAINT LOUIS
STATE: MO
ZIP: 63117
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001769062
XXXXXXXX
06-30-2024
06-30-2024
false
Signify Wealth
7750 Clayton Road
Suite 100
Saint Louis
MO
63117
13F HOLDINGS REPORT
028-20511
000160094
801-116909
N
Stephen Paul Michael Rhodes
Managing Member and Chief Compliance Officer
314-222-0296
/s/ Stephen Paul Michael Rhodes
St. Louis
MO
07-22-2024
0
25
69497628
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL A
02079K305
4728718
25961
SH
SOLE
25961
0
0
AMAZON COM INC
COM
023135106
5188569
26849
SH
SOLE
26849
0
0
APPLE INC
COM
037833100
4911706
23320
SH
SOLE
23320
0
0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
3096426
47674
SH
SOLE
47674
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
2561427
58307
SH
SOLE
58307
0
0
ISHARES TR
MSCI EAFE ETF
464287465
3090667
39457
SH
SOLE
39457
0
0
ISHARES TR
U.S. TECH ETF
464287721
8725539
57977
SH
SOLE
57977
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
3390440
19855
SH
SOLE
19855
0
0
META PLATFORMS INC
CL A
30303M102
369174
732
SH
SOLE
732
0
0
MICROSOFT CORP
COM
594918104
1031623
2308
SH
SOLE
2308
0
0
NVIDIA CORPORATION
COM
67066G104
2954545
23916
SH
SOLE
23916
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5333900
9801
SH
SOLE
9801
0
0
SPDR SER TR
BLOOMBERG SHT TE
78468R408
461371
18477
SH
SOLE
18477
0
0
TCW ETF TRUST
TRANSFORM SYSTEM
29287L205
5301554
77724
SH
SOLE
77724
0
0
TESLA INC
COM
88160R101
3099790
15665
SH
SOLE
15665
0
0
TRIMTABS ETF TR
FCF US QLTY ETF
89628W302
3221216
53100
SH
SOLE
53100
0
0
TRIMTABS ETF TR
FCF INTL QLTY ET
89628W401
3095890
104896
SH
SOLE
104896
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
250374
3475
SH
SOLE
3475
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
390940
5097
SH
SOLE
5097
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
425899
5687
SH
SOLE
5687
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
236573
1085
SH
SOLE
1085
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1320964
4938
SH
SOLE
4938
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
207422
4740
SH
SOLE
4740
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
5839245
100694
SH
SOLE
100694
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
263656
5335
SH
SOLE
5335
0
0